China Reopening: Luxury goods and consumer discretionary companies to benefit from excess savings boom
China is opening up, giving us cause to be optimistic – but what is life like on the ground in China right now, and how
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Perspectives and Outlook on Key Sectors for 2023
Consumer companies: Near-term challenges but tailwinds from pricing power, resilient demand and reopening Against the background of soaring inflation and unprecedented interest rate hikes, high
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Streaming wars: Disney’s march gathers pace 
The shift to streaming video has dramatically changed how the media industry works and how content is consumed.  Some of us remember when we had
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Commentary
Patience Rewarded
The big money is not in the buying and the selling but in the waiting. Charlie Munger The latest Financial Times headlines say it all:
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Commentary
Expecting the unexpected
2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result
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Commentary
Is this a market turning point?
2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result
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